Ready For Recovery?

Earlier in the week Treasury Secretary Tim Geithner stoked investor optimism when he joined the growing list of people who have said they’re seeing signs the economy is starting to stabilize.

In fact those signs may be all around us. We’ve seen vast improvements in the credit markets, stocks have climbed about 35% since their bear market low and there’s even some hopeful news out of the housing sector. On Monday the U.S. National Association of Home Builders said its sentiment index rose to its highest level since the September collapse of Lehman Bros.

If green shoots really are starting to sprout, then how should you be positioned ahead of an economic recovery?

Brian Kelly, the CEO OF Kanundrum Inc thinks investors should play a global recovery through the commodities sector.

“I’d do it with the base metals,” he says on Fast Money. That's largely because he thinks an improved global economy will trigger building in the emerging markets. And he suggests gaming it with the Powershares DB Base Metals Fund ETF .

And if you don't like that trade Kelly has another one. "A derivative trade of that is World Fuel Services Corp.," he adds. They provide the fuel for all the cargo ships that move around the base metal and the things made from the base metal.

And if you don't like that trade, Kelly has yet another one. "Or you can play the United States Gasoline FundETF ," he says.

And in case you're wondering Kelly puts his money where his mouth is. According to his disclosures Kelly owns (UGA), (DBB), and (INT).

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